Regfox + Upnify Integration

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Regfox + Upnify Integration

Create Upnify client for new Regfox contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Regfox - Upnify integration, anytime a new Regfox contact is created, an Upnify client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Regfox + Upnify Integration
1.
  • Regfox
    Registrant is created in Regfox Instant
  • Regfox
    Inventory notification is created in Regfox Instant
  • Regfox
    Coupon is created in Regfox Instant
  • Regfox
    Payment is deposited in Regfox Instant
  • Regfox
    Form is published in Regfox Instant
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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